Virtus Artific Intel & TechAIO
13F holders, Q3 2025 (September 30)70holders +7
14new positions
7sold out
$24.09avg. 13F price*
At the end of Q3 2025, 70 institutions reported holding Virtus Artific Intel & Tech (AIO) in their 13F filings, up 7 from Q2 2025. 14 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($28.0M), Bank of America Corp. ($20.2M) and Wells Fargo & Company ($15.4M).
- Company
- Virtus Artific Intel & Tech
- CUSIP
- 92838Y100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $6.6M |
| Exits | 7 | $606K |
All 13F filers, Q2 2025 → Q3 2025: 601,461 shares bought and 190,070 shares sold, net +411,391 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 70 holders
| Morgan Stanley | 0.00% | Reduce -1.9% | 1,164,316 | $28.0M |
| Bank of America Corp. | 0.00% | Add +11.1% | 839,642 | $20.2M |
| Wells Fargo & Company | 0.00% | Add +1.6% | 639,024 | $15.4M |
| UBS Group AG | 0.00% | Add +6.6% | 477,626 | $11.5M |
| Advisors Asset Management, Inc. | 0.17% | Reduce -18.7% | 418,094 | $10.0M |
| Ameriprise Financial Inc. | 0.00% | Add +27.3% | 369,920 | $8.9M |
| Royal Bank of Canada | 0.00% | Add +1.8% | 339,522 | $8.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -1.4% | 139,160 | $3.3M |
| Raymond James Financial Inc. | 0.00% | Add +25.2% | 134,624 | $3.2M |
| Hennion & Walsh Asset Management, Inc. | 0.11% | Add +19.9% | 121,642 | $2.9M |
| Summit Financial, LLC | 0.04% | New | 97,663 | $2.3M |
| LPL Financial LLC | 0.00% | Add +21.9% | 90,908 | $2.2M |
| Stifel Financial Corp. | 0.00% | Reduce -1.2% | 84,972 | $2.0M |
| Oppenheimer & Co. Inc. | 0.02% | Add +7.5% | 66,551 | $1.6M |
| Wolverine Asset Management LLC | 0.11% | New | 66,251 | $1.6M |
| Wedbush Securities Inc. | 0.04% | Reduce -3.7% | 52,237 | $1.3M |
| First Trust Advisors LP | 0.00% | Add +11.4% | 44,258 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.2% | 43,773 | $1.0M |
| Cetera Investment Advisers | 0.00% | Add +49.0% | 41,003 | $985K |
| SeaCrest Wealth Management, LLC | 0.09% | Reduce -3.5% | 34,360 | $827K |
| Sykon Capital LLC | 0.27% | No change | 33,906 | $815K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +10.7% | 32,686 | $785K |
| DAVENPORT & Co LLC | 0.00% | Reduce -5.9% | 31,800 | $764K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.6% | 31,736 | $763K |
| PMG Family Office LLC | 0.83% | — | 30,944 | $744K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -15.2% | 28,185 | $677K |
| Strategic Advocates LLC | 0.16% | Reduce -42.3% | 26,190 | $629K |
| Balyasny Asset Management L.P. | 0.00% | New | 23,026 | $553K |
| Serenus Wealth Advisors, LLC | 0.09% | No change | 22,119 | $532K |
| Ameriflex Group, Inc. | 0.18% | New | 19,800 | $476K |
| Moors & Cabot, Inc. | 0.02% | Reduce -0.3% | 19,453 | $467K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.6% | 19,218 | $462K |
| Chapin Davis, Inc. | 0.11% | No change | 18,400 | $442K |
| Osaic Holdings, Inc. | 0.00% | Add +16.2% | 17,202 | $420K |
| Alteri Wealth LLC | 0.14% | Add +10.1% | 17,395 | $418K |
| Cornerstone Planning Group LLC | 0.06% | Add +994.1% | 1,116 | $385K |
| Readystate Asset Management LP | 0.04% | New | 15,924 | $383K |
| Truist Financial Corp. | 0.00% | Add +1.5% | 15,918 | $383K |
| Susquehanna International Group, LLP | 0.00% | New | 15,709 | $377K |
| Prospera Financial Services Inc | 0.01% | Reduce -20.3% | 15,335 | $369K |
| &partners | 0.00% | Reduce -3.3% | 14,469 | $348K |
| NewEdge Advisors, LLC | 0.00% | Add +1563.2% | 12,773 | $307K |
| Shaker Financial Services, LLC | 0.10% | New | 12,670 | $304K |
| David J Yvars Group | 0.15% | Add +0.7% | 11,972 | $288K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Add +12.7% | 10,983 | $264K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +19.1% | 9,618 | $231K |
| Jane Street Group, LLC | 0.00% | Reduce -17.5% | 9,132 | $219K |
| Westbourne Investments, Inc. | 0.10% | New | 8,800 | $217K |
| Mercer Global Advisors Inc. | 0.00% | New | 8,671 | $208K |
| Cwm, LLC | 0.00% | Add +369.2% | 8,099 | $195K |
| Lanark Financial, Inc. | 0.01% | Reduce -32.6% | 6,592 | $158K |
| NFSG Corp | 0.02% | Add +0.1% | 5,981 | $144K |
| Comerica Bank | 0.00% | Reduce -0.5% | 4,120 | $99K |
| Rockefeller Capital Management L.P. | 0.00% | New | 3,622 | $87K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +150.0% | 2,500 | $60K |
| US Bancorp \de | 0.00% | No change | 2,125 | $51K |
| PNC Financial Services Group, Inc. | 0.00% | Add +20.7% | 1,895 | $46K |
| Geneos Wealth Management Inc. | 0.00% | New | 1,790 | $43K |
| Spire Wealth Management | 0.00% | Add +12.2% | 1,459 | $35K |
| Harbour Investments, Inc. | 0.00% | No change | 1,190 | $29K |
| MAI Capital Management | 0.00% | No change | 1,089 | $26K |
| Boreal Capital Management LLC | 0.01% | No change | 483 | $12K |
| Tidemark, LLC | 0.00% | Add +56.6% | 321 | $8K |
| St Germain D J Co. Inc. | 0.00% | No change | 275 | $7K |
| GoalVest Advisory LLC | 0.00% | New | 201 | $5K |
| Highline Wealth Partners LLC | 0.00% | New | 100 | $2K |
| Ancora Advisors LLC | 0.00% | No change | 100 | $2K |
| Advisory Services Network, LLC | 0.00% | New | 100 | $2K |
| Creekmur Asset Management LLC | 0.00% | No change | 6 | $140 |
| FMR LLC | 0.00% | Add +100.0% | 2 | $48 |
"% of holder's portfolio" is AIO's weight in each manager's 13F, not the share of Virtus Artific Intel & Tech the manager owns.